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Benefits Intelligence/Broker Directory/California

Sequoia Benefits LLC

San Mateo, CA

Sequoia Benefits LLC of San Mateo, CA is the broker of record on 215 Form 5500 Schedule A filings covering 142 employer benefit plans across 20 states, with $7,732,658 in reported broker commissions (plan year 2025).

Employer clients
142
distinct plan sponsors
Schedule A filings
215
States served
20
Reported commissions
$7,732,658
plan year 2025
Reported fees
$4,635,492

Quick answer

Sequoia Benefits LLC (San Mateo, CA) is the broker of record for 142 employer benefit plan sponsors on 215 Form 5500 Schedule A filings, plan year 2025.

How many employer clients does Sequoia Benefits LLC have?
Sequoia Benefits LLC is named as broker on Form 5500 Schedule A filings for 142 distinct plan sponsors in 20 states.
Who are Sequoia Benefits LLC's largest employer clients?
By plan participants, the largest include Bytedance, Inc. (13,096 participants), Datadog, Inc. (4,456 participants) and Monster Beverage Corporation (4,042 participants).
How much does Sequoia Benefits LLC earn in commissions?
Insurers reported $7.7 million in broker commissions and $4.6 million in fees paid to Sequoia Benefits LLC for plan year 2025, per Schedule A Part 1.
Where is Sequoia Benefits LLC located?
Sequoia Benefits LLC is based in San Mateo, CA and has employer clients in 20 states.
How does Sequoia Benefits LLC rank among benefits brokers in California?
Sequoia Benefits LLC ranks #24 by employer clients among the 50 most active benefits brokers based in California.

Source: Fundz verified event record.

Employer clients

Plan sponsors naming Sequoia Benefits LLC on a Form 5500 Schedule A, largest first. Sponsor name, state, participant count and plan year end come directly from the filing.

EmployerStateParticipantsPlan year end
Bytedance, Inc.CA13,0962025-12-31
Datadog, Inc.NY4,4562025-12-31
Monster Beverage CorporationCA4,0422025-12-31
139 more employer clients are on this firm's record, with the month each plan comes up again. See the full client list

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Form 5500 Schedule A Part 1 (broker of record), 2024 to 2025 plan years. Source: U.S. Department of Labor EFAST2. Commission and fee figures are as reported by the plan's insurer on Schedule A Part 1 and are not adjusted.